Yourgene Health Share Discussion Threads

[andyjb1] 26/10/2021 15:40

A small top up in the ISA, 14.1p was a buy.

[catch007] 26/10/2021 13:47

I suspect all these buys will prove profitable in time. My core holding is circa 6p and my highest price paid is circa 20p with a good chunk bought around 14pish. I have a lot of confidence in LR to deliver, investor engagement is very good, no longer a one trick pony with several income streams so happy to hold.

LR could hardly contain his excitement on US contracts and another contract award from the tender framework is a distinct possibility GLA

[janeann] 26/10/2021 13:11

no.... just bought a few at 14.175!

[handygandhi] 26/10/2021 12:14

14.2p @ 11:49 was a buy.

[hjb1] 26/10/2021 11:37

it might well be more than transitory too. There will be associated testing/lab work going forward. I hope they can pick up more govt work now that they have their feet under the table a little. We know LR believes that there will be more govt work on the back of this first contract. Could be some good stuff soon from the US too;

''further anticipated inflection points when recent new contract wins start to go live in the coming months''.

[twix386] 26/10/2021 11:31

Thanks catch007An alternative view explained is very welcome and I also understand your rationale. I'm over invested so reducing to a core holding and still a work in progress. Taking a while with our performance.

[catch007] 26/10/2021 11:24

Despite the rather gloomy postings I believe this was an excellent update and have just bought another tranche at 14.25p. I am taking a contrary view to twix as I see this as a good term hold however I can understand his view (of course being a twix he can always stick 2 fingers up anyway:))

The Covid volumes may well be transitory however the underlying businesses are all progressing and I believe the large US contracts will become significant contributors H2 onwards. To be 96% of prior year revenues at the end of H1 is exceptional and a move to £2m positive EBITDA in the period gives comfort. Of course bottom line profit and cash generation will be the key drivers to watch for however good first hal report card imho.

[ikeadave] 26/10/2021 10:56

Downyr, agreed the covid numbers are good, but we should see core spring back and the new US contracts kick off as covid scales back..
Hopefully thy will take us back to a more predictable growth trajectory, but with some extra cash in the bank!

[twix386] 26/10/2021 10:24

Very probable MC

[downyr] 26/10/2021 10:21

Unfortunately as it only makes progress slowly and steadily it never seems to excite the market and is always dragged down after what should be positive news. My only concern with today's new was the large impact of the covid testing which we all hope, for other reasons, will not continue

[major courtenay] 26/10/2021 10:01

Prediction: Ygen is one of those stocks that never quite takes off. The share price will never match the performance and there will be a constant drip of sellers, for a variety of reasons, that will hold back any upticks from good news. This will go on (has been going on) for a few years - until - a sudden takeover. This will take everyone by surprise and will be for a reasonable (but not great) premium allowing most holders to claw back losses, and others a small profit. And that will be that. Another U.K. success story taken out on the cheap with our stake in a growth industry handed on a platter to a foreign corporate.
MC

[twix386] 26/10/2021 09:56

After all my averaging down through my n Eros buying opps I can tell you my average price is slightly under 20p. I can reduce and live with my remaining core holding very well thanks. Fortunately I took advantage of all the unfortunate buying opps. I believe it's the 50th by Xmas MaoUnlike you folks I rather happy with my record of reducing into strength having averaged down. TTFN

[ikeadave] 26/10/2021 09:46

Hjb - the quiet one did indeed nail it!

[hjb1] 26/10/2021 09:36

Ikea, how sad eh. I think the quiet one above has it about right..lol

[birdie12] 26/10/2021 08:48

What twix won't tell you he is so far underwater he will never break even,So don't believe a word he says. He will come on and say he has averaged down blah blah. Utter rubbish.

[twix386] 26/10/2021 08:32

Unfortunately without names and numbers or big material new news it's just sold into by lots of fed up stale bulls of which I am one. I'm over invested and no longer willing to eternally wait. Shame, but I need to reduce and just wish we had more strength to reduce into, as ever!

[redartbmud] 26/10/2021 08:23

The ongoing share dump appears to be.....ongoing.
The reason cannot be the results so it is technical.

[folderboy] 26/10/2021 08:19

Oh that is just silly - or crooked?

[timojelly] 26/10/2021 08:17

And down it goes. Unbelievable

[melton john] 26/10/2021 08:04

I remember holding a share called Jarvis 10 years ago which was stuck in a trading range. I had held on while others took profits so one day it broke out and I sold half, the next day it went even higher and I sold the rest. The day after it was tipped in IC and doubled. It was 4years until a buying opportunity still higher than my sell price. They are about 4 times that now and paying a cracking Divi.